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Account Setup & Management

Onboarding workflows, business dashboard settings, and account FAQs.

11 articles
Can clients open multiple Jiko Pockets?
What account information is visible on the Business Dashboard?
What are the permissions for each role designation in the Business Dashboard?
How to adjust Multi-factor Authentication (MFA) settings
How can I create a new account within the Business Dashboard?
Understanding the FinCEN Rule: Why We Ask for Beneficial Ownership Information
How can I change the role designation of a team member?
Understanding JikoStore and JikoPay Pockets
How do I switch between my Jiko accounts from my dashboard?How to switch Jiko accounts from the dashboard.
How do I reset my dashboard password?Resetting your business dashboard password
How to setup notification preferences for CUSIP maturity emailsStep-by-step walkthrough of how to define which users should receive notification emails for CUSIP maturities
Jiko Help Center

Investments in T-bills: Not FDIC Insured - No Bank Guarantee - May Lose Value

All US Treasury investments and investment advisory services provided by Jiko Securities, Inc., a registered broker-dealer, member FINRA and SIPC. Securities in your account are protected up to $500,000. For details, please see www.sipc.org
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Banking services provided by Jiko Bank, a division of Mid-Central National Bank. Commercial and consumer account limitations may vary.
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Jiko Group, Inc. and its affiliates do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. See FINRA BrokerCheck, Jiko US Treasuries Risk Disclosures and Jiko Securities Inc. Form CRS.
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